Investment approach

The Brown Advisory Global Sustainable Total Return Bond strategy takes a global, sustainable and dynamic approach to fixed income. The strategy seeks to offer investors access to an attractive stream of income and risk-adjusted returns while simultaneously generating a positive impact on global sustainability.

We believe that dynamic asset allocation informed by comprehensive top-down macro analysis, combined with rigorous bottom-up security selection and a differentiated sustainable investment approach, can deliver attractive risk-adjusted returns through the economic cycle while producing positive environmental and social impact.

Fund profile



    An active and dynamic approach that allocates to liquid global fixed income and foreign exchange asset classes, and re-positions as markets evolve.

    A core strategy that acts as a complement and counterbalance to equity risk.

    An ESG analysis framework developed in-house over 10+ years that seeks to identify securities that can deliver both investment performance and positive impact.1







Global Sustainable Total Return Bond Strategy: Reporting on the impact of our investment decisions 2022

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

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Brown Advisory at the UN PRI Conference

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Global Cooldown: Tackling Climate Change Through Our Bond Portfolios

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Income and Impact: Adding Green Bonds to Investment Portfolios

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Global Fixed Income Investing, with Impact

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SFDR - Article 8



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  1. An ESG assessment is conducted for corporate and sovereign issuers and other asset classes when relevant information is available. Also, we invest on the basis of ESG risk management and/or opportunity.

*SOFR (Secured Overnight Financing Rate) is a broad measure of the cost of borrowing cash overnight collateralised by U.S. Treasury securities.

The views expressed are those of the author and Brown Advisory as of the date referenced and are subject to change at any time based on market or other conditions. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. Past performance is not a guarantee of future performance and you may not get back the amount invested. The information provided in this material is not intended to be and should not be considered to be a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

ESG considerations that are material will vary by investment style, sector/industry, market trends and client objectives. Ours strategies seek to identify companies that we believe may have desirable ESG outcomes, but investors may differ in their views of what constitutes positive or negative ESG outcomes. As a result, our strategies may invest in companies that do not reflect the beliefs and values of any particular investor. Our strategies may also invest in companies that would otherwise be screened out of other ESG oriented portfolios. Security selection will be impacted by the combined focus on ESG assessments and forecasts of return and risk. Our strategies intend to invest in companies with measurable ESG outcomes, as determined by Brown Advisory, and seek to screen out particular companies and industries. Brown Advisory relies on third parties to provide data and screening tools. There is no assurance that this information will be accurate or complete or that it will properly exclude all applicable securities. Investments selected using these tools may perform differently than as forecasted due to the factors incorporated into the screening process, changes from historical trends, and issues in the construction and implementation of the screens (including, but not limited to, software issues and other technological issues). There is no guarantee that Brown Advisory’s use of these tools will result in effective investment decisions.